CT
DFUS

Caldwell Trust’s Dimensional US Equity ETF DFUS Stock Holding History

Caldwell Trust’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$360K Hold
5,070
– – 0.03% 262
2025
Q4 		$376K Hold
5,070
– – 0.03% 254
2025
Q3 		$367K Hold
5,070
– – 0.03% 256
2025
Q2 		$340K Hold
5,070
– – 0.03% 258
2025
Q1 		$307K Hold
5,070
– – 0.03% 263
2024
Q4 		$323K Buy
+5,070
New +$325K 0.03% 259

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Caldwell Trust's DFUS Position: Q1 2026 in Review

Caldwell Trust held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 5,070 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #262.

Caldwell Trust first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $376K in Q4 2025. 851 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Caldwell Trust held 5,070 shares of Dimensional US Equity ETF worth $360K as of Q1 2026.
  • Caldwell Trust left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.03% of Caldwell Trust's portfolio in Q1 2026, its #262 holding.
  • Caldwell Trust first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Caldwell Trust's Dimensional US Equity ETF position peaked at $376K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.